NUE · Full Picture

NUCOR CORP — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Market Demand Trends · Demand, orders & backlogPriority 38
    1 forward row(s); quote_verified
    Donald Trump's 10% global tariff expired on July 24 and its Section 301 replacement covers 60 countries at rates of 10% to 12.5%.
  2. Guidance / Outlook · Guidance & outlookPriority 34
    quote_verified
    Nucor Corp (NYSE: NUE) Executive Vice President Thomas J. Batterbee sold 4,000 shares of company stock on August 3, 2026, at an average price of $261.0156 per share and now holds 16,137.87 shares directly.
  3. Revenue Performance and Mix · Revenue growth & mixPriority 33
    quote_verified
    Nucor reported strong quarterly earnings, beating expectations with an EPS of $4.84 and revenue of $10.4 billion.
  4. Steel Pricing and Demand · Demand, orders & backlogPriority 25
    quote_verified
    Nucor Corporation has increased its hot-rolled coil (HRC) spot price by US$10 per short ton to US$1,155, marking the third consecutive weekly price hike.
  5. Competition and Pricing Pressure · Competition & market sharePriority 24
    quote_verified
    GuruFocus's GF Value assessment indicates that NUE is significantly overvalued at $182.51, representing a 50.2% premium.
  6. Dividend Continuity · Buybacks & dividendsPriority 19
    quote_verified
    The company has consistently raised its dividend for 16 years.

Threads by pillar

Revenue & Demand Priority 43 · 3 threads

Capital & Balance Sheet Priority 19 · 1 thread

Guidance & Outlook Priority 34 · 1 thread

Macro & Market Conditions Priority 24 · 1 thread